We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TM
326
TigerOak Management
New Mexico
$540K -$1.73K -9 -0.3%
MML Investors Services
327
MML Investors Services
Massachusetts
$537K -$123K -639 -17%
Lido Advisors
328
Lido Advisors
California
$535K +$95.2K +496 +19%
SLAM
329
Swiss Life Asset Management
$529K +$151K +787 +34%
BFM
330
Boothbay Fund Management
New York
$523K +$279K +1,454 +91%
BJL
331
Brighton Jones LLC
Washington
$521K +$585K +3,045 New
MCM
332
MAI Capital Management
Ohio
$515K +$214K +1,112 +58%
VAS
333
Vestmark Advisory Solutions
Massachusetts
$514K -$598K -3,112 -51%
FDCDDQ
334
Federation des caisses Desjardins du Quebec
Quebec, Canada
$508K -$174K -907 -23%
KPWS
335
Kestra Private Wealth Services
Texas
$504K +$566K +2,949 New
CFP
336
Cascade Financial Partners
California
$504K – – –
AU
337
AlphaGrep UK
$502K +$129K +672 +30%
TP
338
TritonPoint Partners
Maryland
$491K +$552K +2,873 New
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$487K +$69.5K +362 +15%
FPAS
340
Focus Partners Advisor Solutions
Missouri
$485K +$12.7K +66 +2%
DCM
341
Donaldson Capital Management
Indiana
$481K – – –
EC
342
EntryPoint Capital
New York
$473K +$531K +2,768 New
KA
343
Kooman & Associates
Pennsylvania
$463K +$960 +5 +0.2%
DnB Asset Management
344
DnB Asset Management
Norway
$450K +$506K +2,634 New
II
345
Inspire Investing
Idaho
$449K +$501K +2,609 +16,306%
GI
346
GAMMA Investing
California
$447K -$24.8K -129 -5%
URS
347
Utah Retirement Systems
Utah
$445K – – –
CCS
348
Concentric Capital Strategies
Connecticut
$434K -$322K -1,679 -40%
MG
349
Marex Group
$428K +$481K +2,503 New
BG
350
Bollard Group
Massachusetts
$427K +$479K +2,497 New